When to Fire a Trustee
Removing a trustee is a serious step that can be costly and time-consuming. However, it may become necessary when a trustee’s actions (or lack thereof) threaten the integrity of the trust.
A Creative Way to Craft Your Estate Planning Legacy
The ultrawealthy provide insights about how to use trusts to transfer and protect wealth and how to have money conversations with heirs.
What Is the Generation-Skipping Transfer Tax?
If you are leaving property to a grandchild, there is a tax you should know about. The generation-skipping transfer tax affects property passed to a grandchild in a will or trust.